No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
Simon is the best I’ve had since the inception of superannuation he is very proactive and tailors my super to my needs and what I will need to retire on.
It’s what we’ve been missing for quite a long time, and the service that has been provided to date is of the highest quality.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Answers all my questions in a language that i understand.
I have been satisfied with Infinity Wealth, our SMSF has been picked and is running very well due to their support, Thank You and well done.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
There are no others that would even come close to this company, and I don’t often refer, especially family members to these kind of services – I would here.
Very satisfied with Simon’s direction and advice.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
Kath, my financial advisor provided excellent advice for my current situation.
Thank you for looking after my financial state, I have great faith in you. We have to put faith in our financial advisers as we do not have the knowledge to do it ourselves which is such a large risk, I feel I am in very safe hands with you Simon.
My original setup is very good, they offer sound financial advice.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
He is so easy to talk with and is very helpful when needed.